JNBA Financial Advisors’s Vanguard US Quality Factor ETF VFQY Stock Holding History

JNBA Financial Advisors’s Portfolio VFQY Stock Details VFQY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-216	Closed	-$32.2K	–	899
2026 Q1	$32.2K	Buy	216 +1	+0.5%	+$155	﹤0.01%	361
2025 Q4	$33K	Buy	215 +1	+0.5%	+$152	﹤0.01%	365
2025 Q3	$32.3K	Hold	214	–	–	﹤0.01%	363
2025 Q2	$30.7K	Buy	214 +69	+48%	+$9.32K	﹤0.01%	346
2025 Q1	$19.4K	Hold	145	–	–	﹤0.01%	387
2024 Q4	$20.4K	Buy	145 +1	+0.7%	+$145	﹤0.01%	384
2024 Q3	$20.6K	Buy	144 +23	+19%	+$3.17K	﹤0.01%	388
2024 Q2	$16.3K	Buy	121 +26	+27%	+$3.46K	﹤0.01%	407
2024 Q1	$13K	Buy	+95	New	+$12.3K	﹤0.01%	439

Other funds holding VFQY

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

IFA

Interactive Financial Advisors New Lenox, Illinois $164M AUM 18.28% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JNBA Financial Advisors's VFQY Position: Q2 2026 in Review

JNBA Financial Advisors sold out of Vanguard US Quality Factor ETF (VFQY) in Q2 2026, closing a stake of 216 shares — an estimated $32.2K sold.

JNBA Financial Advisors first reported a position in VFQY in Q1 2024 and held it in 9 quarters. The position peaked at $33K in Q4 2025. 42 funds tracked by Wall St. Rank hold VFQY as of Q2 2026.

JNBA Financial Advisors reported no remaining Vanguard US Quality Factor ETF position as of Q2 2026 after selling out during the quarter.
JNBA Financial Advisors sold 216 Vanguard US Quality Factor ETF shares in Q2 2026, an estimated $32.2K.
JNBA Financial Advisors first reported a position in Vanguard US Quality Factor ETF in Q1 2024 and held it in 9 quarters.
JNBA Financial Advisors's Vanguard US Quality Factor ETF position peaked at $33K in Q4 2025.
42 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.